FROM THE DESK OF ANDRÉS
Articles
Video conferencing in the works
Hope you are having a great start to your week. We are excited to share that we are adding video conferencing as another way to work with you! This option will be rolling out starting in October. We always love to see you in person and simply add this as an additional...
Happy anniversary to… us!! & we have YOU to thank!!
On Sunday, we celebrated our first year as an independent financial planning firm. We want to thank YOU for our success! When we first made our move to independence, we had a list of people we wanted to have join us as clients. The response has exceeded our goals. We...
Social Media Update
We’ve been busy getting up to speed on our social media presence. Check out our brand new Facebook page and Twitter page! Please let us know what kind of posts and content you would like to see. What kind of videos from us do you think would help you best? Let us...
What’s with the dog logo?
Hope you had a great weekend. In honor of National Dog Day (on Friday Aug 26th) and National Bow Tie Day, (Sunday, Aug 28th) I thought it opportune to have you checkout our logo: The Jack Russell Terrier (JRT) in a bow tie. How apropos. I’ve raised 4 JRTs and love...
Are you a hiker?
Hope you had a great weekend! I did a day hike to the North Georgia mountains on Saturday at the Amicalola Falls.
Brexit Update
Brexit means that the United Kingdom voted to no longer be a free-trade partner with the European Union members.
E2E Financial: How We’re Different
We’re E2E Financial. But what does that mean? Check out this video where Andres tells you a little about who we are, who we work with, and how we’re different.
3 Mistakes Investors Make During Presidential Election Years
Investment markets have been quite volatile during 2020. And now comes the presidential elections on November 3rd, 2020.
Taxes may be going up. Here are 3 Tax Free Income Options
As the US government is helping citizens and companies survive during these tough times, expect that in the near future, taxes could go up. It’s time to think of sources for tax-free income.
Tax Ideas
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Videos
See You at the University of Alabama at Birmingham Vendor Fair!
See You at the Hinman!
Thank you, Hinman!
Dental Post Survey Review
Happy 2022!
Year End Planning
First Step Toward Success
3 Steps New Dentists Can Take
GA Dental Association Convention & Expo
Life in a Box
401k Plan Monitoring: Why and What to Do
E2E Financial and Capital Group – Investing During an Election Year
3 Key Questions to Ask About Your 401k
E2E Financial: Working with Dentists: 3 Key Points
E2E Financial: Partnering With Your CPA
E2E Financial What Makes Us Different